Who Owns FIRST TR EXCHNG TRADED FD VI (XOCT)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $52.7M of FIRST TR EXCHNG TRADED FD VI (XOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequent Planning LLC ($8.2M), OLD MISSION CAPITAL LLC ($7.9M), ENVESTNET ASSET MANAGEMENT INC ($7.6M), Cetera Investment Advisers ($4.6M), Aptus Capital Advisors, LLC ($3.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sequent Planning LLC	$8.2M	208,561	Trimmed
2	OLD MISSION CAPITAL LLC	$7.9M	201,201	Added
3	ENVESTNET ASSET MANAGEMENT INC	$7.6M	191,294	New
4	Cetera Investment Advisers	$4.6M	116,792	Added
5	Aptus Capital Advisors, LLC	$3.4M	85,082	Trimmed
6	Financial Guidance Group, Inc.	$3.4M	85,082	Trimmed
7	Kestra Advisory Services, LLC	$2.7M	67,963	Trimmed
8	SECURED RETIREMENT ADVISORS, LLC	$1.3M	33,093	Added
9	OSAIC HOLDINGS, INC.	$1.1M	27,670	Added
10	Diligent Investors, LLC	$1.1M	27,018	Trimmed
11	Signal Advisors Wealth, LLC	$966,572	24,469	New
12	HARBOUR INVESTMENTS, INC.	$846,091	21,419	Trimmed
13	COMMONWEALTH EQUITY SERVICES, LLC	$814,371	20,616	Trimmed
14	MML INVESTORS SERVICES, LLC	$573,410	14,516	New
15	CreativeOne Wealth, LLC	$567,840	14,375	New
16	Ignite Planners, LLC	$564,443	14,289	Trimmed
17	Ashton Thomas Private Wealth, LLC	$543,388	13,756	Hold
18	Atria Investments, Inc	$494,169	12,510	New
19	Bouchey Financial Group Ltd	$489,943	12,403	Trimmed
20	Van Diest Capital, LLC	$488,678	12,371	Hold
21	PFS Partners, LLC	$465,965	11,796	Hold
22	LPL Financial LLC	$395,453	10,011	Added
23	Beacon Financial Advisory LLC	$384,353	9,730	Hold
24	CROSSPOINT FINANCIAL, LLC	$379,394	9,604	Hold
25	LVZ, Inc.	$355,517	9,000	Hold

Source: SEC Form 13F filings · as of 2026-06-30